DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Skyline Financial Northwest
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Michael Emblen | Springwater Wealth Management, LLC other | Skyline Financial Northwest independent RIA | Other | Mar 5, 2015 | Jan 2, 2015 |
| Terence Anthony Donahe | Cascade Wealth Management, LLC unclassified | Skyline Financial Northwest independent RIA | Other | Dec 10, 2013 | Jul 13, 2009 |
| Jonas Benjamin Merrill | Stancorp Investment Advisers, Inc. other | Skyline Financial Northwest independent RIA | Other | May 17, 2013 | Jan 20, 2023 (3535 d) |
| Aaron David Hillman | Cascade Wealth Management, LLC unclassified | Skyline Financial Northwest independent RIA | Other | Oct 4, 2010 | Jul 25, 2019 (3216 d) |
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4 moves match.